How It Works

A simple workflow from new client to review-ready USCIS package.

PetitionPro organizes the preparation process into clear steps so preparers and clients know what comes next.

Step 1: Create a client

Add the client name, email, phone, and package setup from the Cases tab.

Step 2: Start a case

Choose the relationship and whether the matter is adjustment of status or consular processing.

Step 3: Complete guided intake

The client completes the portal intake, or the preparer enters and corrects information in the dashboard.

Step 4: Upload documents

Clients and preparers upload supporting documents, USCIS notices, evidence, translations, and form copies.

Step 5: Generate USCIS forms

Once data is reviewed, preparers generate draft forms from the latest saved case information.

Step 6: Review and prepare for filing

Preparers check spelling, dates, addresses, signatures, missing fields, and USCIS requirements before filing.